GlobalFoundries 14 nm LPP FinFET Node Taped Out, Yields Good

Hoje, além da alteração de imagem

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GlobalFoundries Plans to Build New Fab in Upstate New York in Private-Public Partnership to Support U.S. Semiconductor Manufacturing​

GF will invest $1 billion to immediately add an additional 150,000 wafers per year within its existing fab to help address the global chip shortage. Following that, GF plans to construct a new fab that will create more than 1,000 new direct high-tech jobs and thousands more indirect jobs including high-paying construction jobs for the region. Following the successful investment model of Fab 8, GF is planning to fund the new facility through private-public partnerships including customers, federal and state investments. This new capacity will serve the growing demand for secure, feature-rich chips needed by high-growth markets including automotive, 5G connectivity and the Internet of Things. The facility will also support national security requirements for a secure supply chain.
https://gf.com/press-release/global...b-upstate-new-york-private-public-partnership

Basicamente tratam-se de 2 investimentos distintos em Malta (New York):

- 1º - adquirir equipamento, $1B, para preencher a totalidade da área (clean room) da Fab 8 (14/12nm), que aparentemente não está totalmente ocupada, acrescentando mais 150K wafer/ano
- 2º - construir no terreno adquirido ao lado desta, uma nova Fab (clean room), através de parcerias (já o fizeram no recente investimento em Singapura Fab 7), mas não avançam qual o processo (provavelmente 14/12nm) nem capacidade.

Entretanto ainda devem investir também na expansão da capacidade em Dresden, Fab 1, que produz 28nm e 22FDSOI.
 

GlobalFoundries Fab Expansion: Doing A Little Math​


The company indicated that $1 billion in new investment will buy an additional 150,000 wafer starts a year of capacity. To get a 43% increase in capacity with a 7% incremental investment represents huge leverage, and it highlights several interesting aspects of the scale economies in chip manufacturing:
  • There is a really high fixed cost in building such facilities. This comes from a combination of the need for extraordinary stability and freedom from vibrations (which means a lot of concrete and steel are used in construction), and a vast infrastructure for providing ultraclean air, water, and a complex range of chemicals. But they didn’t spent the majority of the $15 billion on the building, that was a small part of the overall cost.
  • The specialized tools inside the cleanroom are the major expense, with some – like the lithography tools – costing in excess of $100 million each, and you need multiples of them. Typically in a fab, you ensure that the bottleneck is at the most expensive tools; it’s okay to run the other tools at less than 100% utilization, and the spare capacity in those tools is where the leverage comes from.
https://www.forbes.com/sites/willyshih/2021/07/20/globalfoundries-fab-expansion-doing-a-little-math/
 

GlobalFoundries Files Registration Statement for Proposed Initial Public Offering​

Oct 4, 2021

Malta, NY, October 4, 2021 – GlobalFoundries® (GF®), a global leader in feature-rich semiconductor manufacturing, today announced that it has publicly filed a registration statement on Form F-1 with the U.S. Securities and Exchange Commission (the “SEC”) relating to the proposed initial public offering of its ordinary shares. The number of ordinary shares to be offered and the price range for the proposed offering have not yet been determined. GF has applied to list its ordinary shares on the Nasdaq Global Select Market under the ticker symbol “GFS.”

Morgan Stanley, BofA Securities, J.P. Morgan, Citigroup and Credit Suisse are acting as active book-running managers for the proposed offering. Deutsche Bank Securities, HSBC and Jefferies are acting as additional book-running managers for the proposed offering. Baird, Cowen, Needham & Company, Raymond James, Wedbush Securities, Drexel Hamilton, Siebert Williams Shank and IMI – Intesa Sanpaolo are acting as co-managers for the proposed offering.
https://gf.com/press-release/global...on-statement-proposed-initial-public-offering

A GF sempre vai seguir o caminho de se tornar uma empresa pública. Veremos o que irá mudar no futuro, com esta decisão.
 
É uma pena que os 14nm não seja aproveitados para fazer graficas de geraçoes anteriores (RX 5xx / Vegas / GTX 10xx), podia resolver muitos problemas de escassez do mercado. Partindo do pressuposto que existe produção disponivel, para a GF seria uma máquina de fazer dinheiro.
 
AMD and GlobalFoundries Wafer Supply Agreement Updated Once More: Now $2.1B Through 2025

In a short note published by AMD this afternoon as part of an 8-K filing with the US Securities and Exchange Commission, AMD is disclosing that the company has once again updated its wafer supply agreement with long-time fab partner (and AMD fab spin-off) GlobalFoundries. Under the terms of the latest wafer supply agreement, AMD and GlobalFoundries are now committing to buying and supplying respectively $2.1 billion in wafers for the 2022 through 2025 period, adding an additional year and $500M in wafers to the previous agreement.
The 12nm/14nm processes are already dated and are getting older still, so it’s unclear if this is AMD developing some backup plans to deal with the chip crunch, or if they are expecting demand for current 12/14 products to persist (e.g. if they need to produce their current long-term embedded products in larger numbers).
https://www.anandtech.com/show/1713...eement-updated-once-more-now-21b-through-2025
 

GlobalFoundries Reports Fourth Quarter and Fiscal Year 2021 Financial Results​


Key Fourth Quarter Financial Highlights
  • Record revenue of $1.85 billion, up 9% sequentially.
  • Record gross margin of 20.8% and adjusted gross margin of 21.5%.
  • Record operating margin of 5% and adjusted operating margin of 8%.
  • Net income margin of 2% and adjusted EBITDA margin of 32%.
  • Cash and cash equivalents of $2.9 billion.

Key Full Year 2021 Financial Highlights
  • Revenue of $6.6 billion, up 36% year-over-year.
  • Record gross margin of 15% and adjusted gross margin of 16%.
  • Net income margin of -4% and adjusted EBITDA margin of 28%.

Major 2021 Accomplishments and Key Fourth Quarter Business Highlights:
  • In 2021, GF entered into 30 significant long-term customer agreements that provide assurance to our customers and provide revenue visibility to GF.
  • In 2021, GF broke ground on a new fab on its Singapore campus, expanded capacity in Fab 1 (Dresden) by over 25%, and announced expansion plans for its most advanced manufacturing facility in upstate New York.
  • GF set a "Journey to Zero Carbon" goal to reduce greenhouse gas emissions by 25% while expanding global manufacturing capacity.
  • On October 28, 2021, GF began trading on Nasdaq Stock Market under the ticker "GFS."
  • In the fourth quarter, GF announced an extension of its wafer supply agreement with AMD, increasing the number of chips GF will supply, as well as extending the terms of the agreement to secure supply through 2025.
  • In the fourth quarter, BMW signed a direct supply assurance agreement with high-tech microchip developer INOVA Semiconductors and GF to secure long-term semiconductor supplies.
  • In the fourth quarter, GF and Ford announced a non-binding strategic collaboration to advance semiconductor manufacturing and technology development within the US, aiming to boost chip supplies for Ford and the US auto industry.
https://gf.com/press-release/global...uarter-and-fiscal-year-2021-financial-results
 
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